Who is on this subjectordered by the date of their first quote here
6 of 7 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 28 Aug 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
2
thin
27 Oct 2020 – 13 Oct 2024
-1766 d
- Jensen Huang 1 thin 7 May 2025 – 7 May 2025 -113 d
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David Friedberg
1
thin
22 May 2025 – 22 May 2025
-98 d
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Bill Gurley
6
28 Aug 2025 – 24 Mar 2026
+0 d
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Howard Marks
3
thin
11 Dec 2025 – 26 May 2026
+105 d
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Chamath Palihapitiya
1
thin
11 Mar 2026 – 11 Mar 2026
+195 d
- David Sacks 1 thin 29 May 2026 – 29 May 2026 +274 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner argues backlash against capitalism stems from technology revolution displacing human labor, not capitalism itself.
“I would argue that's not really a feature of capitalism so much as it's a feature of a technology revolution.”
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Brad Gerstner
Jensen believes NVIDIA can triple revenue adding only 25% more humans using 100,000 autonomous agents for software and security.
“he thinks they can three X, you know, the top line of the business while only adding 25% more humans because they can have a 100,000 autonomous agents doing things like building the software, doing the security, and that he becomes really a prompt agent,”
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Jensen Huang
Huang uses his own disintermediation by calculators in 1970 as an analogy for AI's impact on jobs today.
“I had a substantial advantage in the nineteen sixty's that I could calculate yields in my head. And then in 1970, they came out with the calculator.”
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David Friedberg
Friedberg argues once robots automate labor, cost becomes purely a function of electricity at 3500 calories per person globally.
“So, you know, we have if robots are making all of our stuff, we could get robots to make housing for us, make roads for us.”
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Bill Gurley
Gurley reports Xiaomi factory produces thousand cars daily with 2,000 employees versus six per car in US.
“The factory makes a thousand cars a day with 2,000 employees. It was highly automated, like really highly automated.”
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Bill Gurley
Gurley notes US car production requires six employees per car daily compared to projected one in China.
“That number is like at six in The US. And that's super interesting for a number of things. Like, if you wanna bring the jobs back”
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Bill Gurley
Gurley warns bringing manufacturing jobs back may be futile as automation eliminates those positions.
“Like, if you wanna bring the jobs back there by the time you get the jobs back, there may not be any jobs. Like like, at one Because of automation.”
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Howard Marks
Marks links job losses from automation and offshoring to the opiate epidemic by amount and location.
“When we lost jobs to automation and offshoring, I think that that coincided with the opiate epidemic and not only in amount but also in location.”
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Bill Gurley
Gurley says Xiaomi uses one-third the employees per car; predicts one-sixth in ten years.
“The Xiaomi factory was a third, based on some numbers I was able to acquire, a third the number of employees per car output.”
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Bill Gurley
Gurley predicts reshored manufacturing will bring hundreds of thousands of jobs, not millions, due to automation.
“And so you could calculate the total number of jobs you'd be bringing back if you brought back all this car production and it'd be hundreds of thousands. It's not millions and millions of jobs.”
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Howard Marks
Marks cites CNN reporting AI could eliminate half of entry level jobs.
“My travel, I watched CNN International and they're drumming up interest in a show. And the anchor says to a guest, You say that AI has the ability to eliminate half of entry level jobs.”
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Chamath Palihapitiya
Palihapitiya observes automated AI agent-based hedge funds are emerging to replace traditional firms like Citadel and Millennium.
“If you go on x, I've gone down the automated trading rabbit hole. So I don't know if you guys know, but there are these incredible, young, vibrant projects that are basically replacing a citadel, replacing a millennium, and they're building these automated agent based hedge funds that are transacting across all kinds of markets all the time.”
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Bill Gurley
Gurley notes more bank tellers exist today than forty years ago despite ATMs.
“There's still people working in banks today despite the fact that the ATM There've been studies that say there's more bank tellers today than there were like forty years ago.”
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Howard Marks
Marks says AI models designing themselves is unprecedented and people not working is terrible news.
“And, you know, there there are people who say, and I referenced in the memo, there are people who say, oh, I have great news.”
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David Sacks
Sacks notes coding has near-complete AI automation yet software developers aren't being laid off as expected.
“We have almost complete automation of code writing. You would think that if you could look at this in a simple Malthusian way, all the software developers would be getting laid off right now.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Chamath Palihapitiya and David Sacks on this subject, at different times.
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.